Independence Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Independence Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$47K	Buy	350 +22	+7%	+$3K	0.01%	126
2020 Q2	$44K	Sell	328 -32	-9%	-$4.16K	0.01%	121
2020 Q1	$44K	Sell	360 -191	-35%	-$24.3K	0.01%	110
2019 Q4	$71K	Buy	+551	New	+$70.2K	0.02%	116
2016 Q3	–	Sell	-2,106	Closed	-$258K	–	75
2016 Q2	$258K	Buy	+2,106	New	+$253K	0.14%	40

Other funds holding LQD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Independence Advisors's LQD Position: Q3 2020 in Review

Independence Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.7% in Q3 2020, buying an estimated $3K and bringing the position to 350 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #126.

Independence Advisors first reported a position in LQD in Q2 2016 and has held it in 5 quarters since. The position peaked at $258K in Q2 2016. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

Independence Advisors held 350 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $47K as of Q3 2020.
Independence Advisors bought 22 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $3K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #126 holding.
Independence Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 5 quarters since.
Independence Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $258K in Q2 2016.
1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.